Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$574B
AUM Growth
+$126B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,646
New
Increased
Reduced
Closed

Top Buys

1 +$5.53B
2 +$3.62B
3 +$3.09B
4
VTV icon
Vanguard Value ETF
VTV
+$2.91B
5
MBB icon
iShares MBS ETF
MBB
+$2.82B

Sector Composition

1 Technology 9.49%
2 Financials 9.05%
3 Healthcare 8.14%
4 Industrials 7.69%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2826
$4.31M ﹤0.01%
502,866
-196,304
2827
$4.3M ﹤0.01%
52,483
+16,785
2828
$4.3M ﹤0.01%
202,568
-696
2829
$4.29M ﹤0.01%
128,739
-9,807
2830
$4.29M ﹤0.01%
583,184
+173,589
2831
$4.28M ﹤0.01%
158,988
+18,153
2832
$4.28M ﹤0.01%
90,750
-1,527
2833
$4.27M ﹤0.01%
111,381
+51,120
2834
$4.26M ﹤0.01%
508,371
-73,584
2835
$4.25M ﹤0.01%
187,850
+45,287
2836
$4.24M ﹤0.01%
82,974
+15,389
2837
$4.24M ﹤0.01%
421,201
+360,301
2838
$4.24M ﹤0.01%
274,922
+10,785
2839
$4.23M ﹤0.01%
48,006
-8,637
2840
$4.2M ﹤0.01%
63,432
+20,728
2841
$4.19M ﹤0.01%
196,615
+63,745
2842
$4.19M ﹤0.01%
441,206
+108,127
2843
$4.18M ﹤0.01%
86,136
+58,031
2844
$4.17M ﹤0.01%
162,955
-2,402
2845
$4.17M ﹤0.01%
159,377
-9,274
2846
$4.17M ﹤0.01%
69,034
+7,278
2847
$4.17M ﹤0.01%
223,109
+43,240
2848
$4.16M ﹤0.01%
76,396
-240,631
2849
$4.15M ﹤0.01%
285,170
+52,131
2850
$4.14M ﹤0.01%
132,673
+5,868